Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionWelch Group, LLC
Latest Disclosed Ownership375,212 shares
Latest Disclosed Value $ 95,225,060
Welch Group, LLC reports 0.17% decrease in ownership of AAPL / Apple Inc.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 375,212 shares of Apple Inc. (US:AAPL) valued at $95,225,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 375,861 shares of Apple Inc.. This represents a change in shares of -0.17% during the quarter. The current value of the position is $115,317,656 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F APPLE COMMON 037833100 375,212 -649 -0.17 95,225 -6.81 3.5773
2026-01-26 2025-12-31 13F APPLE COMMON STOCK 037833100 375,861 -2,238 -0.59 102,182 6.13 3.9390
2025-10-14 2025-09-30 13F APPLE COMMON 037833100 378,099 2,918 0.78 96,275 25.07 3.7586
2025-07-25 2025-06-30 13F APPLE COMMON 037833100 375,181 14,459 4.01 76,976 -2.07 3.2166
2025-04-08 2025-03-31 13F APPLE COMMON 037833100 360,722 -575 -0.16 78,601 -13.74 3.4572
2025-01-27 2024-12-31 13F APPLE COMMON 037833100 361,297 -2,624 -0.72 91,119 7.46 4.1035
2024-10-24 2024-09-30 13F APPLE COMMON 037833100 363,921 -2,079 -0.57 84,794 10.00 3.6861
2024-07-17 2024-06-30 13F APPLE COMMON 037833100 366,000 7,742 2.16 77,087 25.48 3.7040
2024-04-09 2024-03-31 13F APPLE COMMON 037833100 358,258 -9,451 -2.57 61,434 -13.22 3.0467
2024-01-23 2023-12-31 13F APPLE Common 037833100 367,709 -2,151 -0.58 70,795 11.80 3.8127
2023-10-18 2023-09-30 13F APPLE Common 037833100 369,860 -6,397 -1.70 63,324 -13.23 3.7517
2023-07-18 2023-06-30 13F APPLE Common 037833100 376,257 -4,639 -1.22 72,983 16.20 4.1838
2023-04-13 2023-03-31 13F APPLE Common 037833100 380,896 -6,371 -1.65 62,810 24.83 3.6514
2023-01-30 2022-12-31 13F APPLE Common 037833100 387,267 6,043 1.59 50,318 -4.49 2.8785
2022-10-13 2022-09-30 13F APPLE COMMON 037833100 381,224 4,875 1.30 52,685 2.39 3.4296
2022-07-21 2022-06-30 13F APPLE COMMON 037833100 376,349 9,042 2.46 51,454 -19.77 3.1400
2022-04-29 2022-03-31 13F APPLE COMMON 037833100 367,307 3,527 0.97 64,135 -0.71 3.6612
2022-01-26 2021-12-31 13F APPLE COMMON 037833100 363,780 3,143 0.87 64,596 26.58 3.7787
2021-11-05 2021-09-30 13F APPLE COMMON 037833100 360,637 -3,493 -0.96 51,030 2.32 3.4549
2021-07-21 2021-06-30 13F APPLE COMMON 037833100 364,130 1,421 0.39 49,871 12.56 3.4002
2021-04-23 2021-03-31 13F APPLE COMMON 037833100 362,709 -9,460 -2.54 44,305 -10.28 3.1892
2021-01-25 2020-12-31 13F APPLE Common 037833100 372,169 -5,716 -1.51 49,383 12.84 3.9608
2020-10-28 2020-09-30 13F APPLE Common 037833100 377,885 283,583 300.72 43,763 27.21 3.8232
2020-07-22 2020-06-30 13F APPLE Common 037833100 94,302 67,131 247.07 34,401 397.92 3.2138
2020-04-28 2020-03-31 13F APPLE Common 037833100 27,171 2,806 11.52 6,909 -3.44 0.7371
2020-01-24 2019-12-31 13F Apple Common 037833100 24,365 -572 -2.29 7,155 28.11 0.7040
2019-11-05 2019-09-30 13F Apple Common 037833100 24,937 -184 -0.73 5,585 12.33 0.5737
2019-07-11 2019-06-30 13F Apple Common 037833100 25,121 544 2.21 4,972 6.51 0.5306
2019-04-15 2019-03-31 13F Apple Common 037833100 24,577 558 2.32 4,668 23.20 0.5139
2019-01-10 2018-12-31 13F Apple Common 037833100 24,019 204 0.86 3,789 -29.52 0.4642
2018-11-01 2018-09-30 13F Apple Common 037833100 23,815 735 3.18 5,376 25.84 0.5599
2018-07-30 2018-06-30 13F Apple Common 037833100 23,080 -114 -0.49 4,272 9.79 0.5321
2018-04-23 2018-03-31 13F Apple Common 037833100 23,194 1,852 8.68 3,891 7.72 0.4927
2018-02-01 2017-12-31 13F Apple Common 037833100 21,342 782 3.80 3,612 13.98 0.5603
2017-11-07 2017-09-30 13F Apple Common 037833100 20,560 -1,186 -5.45 3,169 1.18 0.5298
2017-08-07 2017-06-30 13F Apple Common 037833100 21,746 7,009 47.56 3,132 47.95 0.5224
2017-05-01 2017-03-31 13F Apple Common 037833100 14,737 266 1.84 2,117 26.31 0.3984
2017-02-09 2016-12-31 13F Apple Common 037833100 14,471 -1,158 -7.41 1,676 -5.15 0.3276
2016-10-28 2016-09-30 13F Apple Common 037833100 15,629 1,996 14.64 1,767 35.61 0.3511
2016-07-27 2016-06-30 13F Apple Common 037833100 13,633 -2,898 -17.53 1,303 -27.69 0.2654
2016-05-05 2016-03-31 13F Apple Common 037833100 16,531 565 3.54 1,802 7.20 0.3009
2016-01-21 2015-12-31 13F Apple Common 037833100 15,966 237 1.51 1,681 -3.11 0.3018
2015-10-23 2015-09-30 13F Apple COM 037833100 15,729 239 1.54 1,735 -12.06 0.3353
2015-07-31 2015-06-30 13F Apple Common 037833100 15,490 92 0.60 1,973 2.97 0.3735
2015-04-29 2015-03-31 13F Apple Common 037833100 15,398 888 6.12 1,916 19.60 0.3518
2015-01-20 2014-12-31 13F Apple Common 037833100 14,510 -1,714 -10.56 1,602 -2.02 0.3090
2014-10-29 2014-09-30 13F Apple Common 037833100 16,224 788 5.10 1,635 14.02 0.3380
2014-07-22 2014-06-30 13F Apple Common 037833100 15,436 13,002 534.18 1,434 9.80 0.2970
2014-04-23 2014-03-31 13F Apple COM 037833100 2,434 -174 -6.67 1,306 -10.73 0.2958
2014-02-07 2013-12-31 13F Apple Common 037833100 2,608 139 5.63 1,463 24.30 0.3317
2013-10-04 2013-09-30 13F Apple Common 037833100 2,469 9 0.37 1,177 20.59 0.2893
2013-07-29 2013-06-30 13F Apple Common 037833100 2,460 2,460 976 0.2534
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.